Jonathan Prinz
- Role
- Private Client Advisor at Key Investment Services
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jonathan Prinz
My name is Jonathan Prinz and I help organizations in meeting and exceeding their…
Experience
Private Client Advisor
Sep 2019 — Present
Education
Central Washington University
Bachelors, Business Administration
Skills
- Fixed Annuities
- Account Management
- Series 63
- Wealth Management
- Variable Annuities
- Insurance
- Series 7
- 401k
- Mutual Funds
- Life Insurance
- Financial Planning
- Investment Advisory
- Product Management
- Management
- Marketing
- Series 65
- Series 6
- Financial Advisory
- Retirement Planning
- Securities
- Finra
- Retirement
- Portfolio Management
- Asset Allocation
- Investments
- Financial Planners
- Financial Services
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